Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is the share of money both funds put into the same stocks: for each stock both hold, the smaller of the two weights, added up, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by category name.
5 of 6 chosen
Add another Mid Cap fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | HDFC Mid Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | HDFC Large Cap | Axis Midcap | DSP Midcap |
|---|---|---|---|---|---|
| HDFC Mid CapMid Cap | itself | HDFC Mid Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 4% of their portfolios | HDFC Mid Cap and HDFC Large Cap share 8% of their portfolios | HDFC Mid Cap and Axis Midcap share 31% of their portfolios | HDFC Mid Cap and DSP Midcap share 33% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC Mid Cap share 4% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC Large Cap share 49% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Midcap share 8% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and DSP Midcap share 7% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and HDFC Mid Cap share 8% of their portfolios | HDFC Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 49% of their portfolios | itself | HDFC Large Cap and Axis Midcap share 10% of their portfolios | HDFC Large Cap and DSP Midcap share 11% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and HDFC Mid Cap share 31% of their portfolios | Axis Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 8% of their portfolios | Axis Midcap and HDFC Large Cap share 10% of their portfolios | itself | Axis Midcap and DSP Midcap share 43% of their portfolios |
| DSP MidcapMid Cap | DSP Midcap and HDFC Mid Cap share 33% of their portfolios | DSP Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 7% of their portfolios | DSP Midcap and HDFC Large Cap share 11% of their portfolios | DSP Midcap and Axis Midcap share 43% of their portfolios | itself |
Closest pair: ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC Large Cap Fund share 49% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.
Read a cell as: of everything the two funds hold, this much is the same holding at the same weight. It is symmetric — the pair above the diagonal and the pair below it are one number shown twice. A pair at 0% holds nothing in common, which is a real answer, and often the useful one.
Side by side
record, cost, returns, drawdown, size
| Measure | HDFC Mid Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | HDFC Large Cap | Axis Midcap | DSP Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Large Cap | Mid Cap | Mid Cap |
| Fund house | HDFC Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | DSP Asset Managers Private Limited |
| Share of three-year stretches it beat its category P4 | 66% of 109 | 90% of 109 | 51% of 109 | 44% of 109 | 43% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.92% points | 0.81% points | 0.70% points | 1.36% points | 1.02% points |
| Portfolio turned over a year P1 | 38% | 45% | 45% | 80% | 56% |
| Run by P7 | not known | Vaibhav Dusad · 5.7 yrs | not known | not known | Vinit Sambre · ≥ 1.2 yrs |
| 1-year return | 6.6% | −5.3% | −3.2% | 6.9% | 3.6% |
| 3 years p.a. | 17.6% | 10.6% | 9.1% | 17.1% | 14.6% |
| 5 years p.a. | 18.9% | 10.9% | 10.6% | 13.5% | 11.8% |
| Deepest fall (max drawdown) | −16.8% | −15.4% | −16.4% | −19.5% | −21.2% |
| Assets (AUM) | ₹1.07 lakh Cr | ₹80,822 Cr | ₹40,166 Cr | ₹32,454 Cr | ₹20,871 Cr |
| Disclosed history | 10 mo | 13 yrs | 1.8 yrs | 5.9 yrs | 13 yrs |
| Holdings · top ten weight | 81 · 37% | 93 · 47% | 50 · 53% | 91 · 30% | 66 · 30% |
Funds in different categories are not comparable on returns — comparing across categories is the first mistake the seven checks on each fund page are built to avoid. Compare each to its own category on its fund page.